University of Illinois Foundation (EIN 376006007) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1935

Legal Domicile

Principal Officer

James H Moore Jr

Phone

2173330810

Tax Period

2022-07-01 to 2023-06-30

University of Illinois Foundation, founded in 1935, is a major nonprofit in the Education sector that reported $443.3M in total revenue in fiscal year 2018. The organization ran a surplus of $183.1M, a strong 41% operating margin.

Mission

The University of Illinois Foundation's corporate mission is to advance the interests and welfare of the University of Illinois. As stated in its Articles of Incorporation, the role of the Foundation is procuring private support on behalf of the University. The Foundation functions as the independent official fundraising and private gift-receiving organization for the University of Illinois. The Foundation works hand-in-hand with the President of the University of Illinois System and the Chancellor for each university to identify strategic private support priorities, create suitable fundraising strategies and tactics, and implement and evaluate appropriate development programs. In its role of developing private gifts, the Foundation leads the effort to plan and mount special fundraising initiatives, as well as annual giving programs and major capital campaigns, working in collaboration with a network of University development professionals.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $258,378,863

Program Service Revenue $9,802,498

Investment Income $161,158,110

Other Revenue $20,922,918

TOTAL REVENUE $450,262,389

Expense Breakdown

Grants Paid $269,256,903

Salaries & Benefits $31,448,880

Fundraising Expenses $21,911,082

Program Expenses $269,256,903

Other Expenses $33,748,501

TOTAL EXPENSES $334,547,134

Year-over-Year Comparison

	2022	2021	Change
Revenue	$450,262,389	$360,635,048	+0.2%
Expenses	$334,547,134	$297,745,609	+0.1%
Net Income	$115,715,255	$62,889,439	+0.8%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

197

Volunteers

928

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,850,220

Total Directors

Key Employees

$1,678,403

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anthony G DiTommaso	Chair of the Board	2.00	Officer Director	$0	$0	$0
Richard C Osborne	Chair Elect	2.00	Officer Director	$0	$0	$0
Kay M Schwichtenberg	Immediate Past Chair of the Board	2.00	Officer Director	$0	$0	$0
Shakeeb Alam	Director	2.00	Director	$0	$0	$0
Donald E Bielinski	Director	2.00	Director	$0	$0	$0
Mark D Coe	Director	2.00	Director	$0	$0	$0
Alan D Feldman	Director	2.00	Director	$0	$0	$0
Laura L Fraley	Director	2.00	Director	$0	$0	$0
Alejandra Garza	Director	2.00	Director	$0	$0	$0
Beth Georgia Gies-start 3823	Director	2.00	Director	$0	$0	$0
Karen M Golz	Director	2.00	Director	$0	$0	$0
Mary Kay Haben	Director	2.00	Director	$0	$0	$0
Cynthia M Helle	Director	2.00	Director	$0	$0	$0
Stuart L Levenick	Director	2.00	Director	$0	$0	$0
Leon J Loichle	Director	2.00	Director	$0	$0	$0
Jean M Manning	Director	2.00	Director	$0	$0	$0
A Helen McGrath	Director	2.00	Director	$0	$0	$0
Sam Mendenhall	Director	2.00	Director	$0	$0	$0
Saul J Morse	Director	2.00	Director	$0	$0	$0
Deborah A Paul	Director	2.00	Director	$0	$0	$0
Mary Ellen Penicook	Director	2.00	Director	$0	$0	$0
Jose L Santillan	Director	2.00	Director	$0	$0	$0
Khawar M Siddique	Director	2.00	Director	$0	$0	$0
Paul T Tucker	Director	2.00	Director	$0	$0	$0
James H Moore Jr	President & CEO	40.00	Officer	$869,497	$54,179	$923,676
Travis W Shore	Chief Investment Officer	40.00	Officer	$606,998	$49,227	$656,225
Christine C Devocelle	Treasurer & COO	40.00	Officer	$346,980	$53,961	$400,941
Jacquline N Schweighart	Assistant Secretary	40.00	Officer	$221,419	$59,519	$280,938
Michelle S Bolger	Assistant Treasurer	40.00	Officer	$187,583	$55,833	$243,416
Kelly L Bennett	Assistant Treasurer	40.00	Officer	$139,940	$50,305	$190,245
Jennifer FCerasa-start 71822	Secretary & General Counsel	40.00	Officer	$131,310	$23,469	$154,779
Edward F Ewald	Executive Advisor	20.00	Key Emp	$347,026	$65,534	$412,560
Jaime N Davis	Senior Director	40.00	Key Emp	$319,079	$46,675	$365,754
Matthew McGanity	Managing Director	40.00	Key Emp	$304,518	$27,023	$331,541
Frank Robinson	Managing Director	40.00	Key Emp	$298,459	$31,811	$330,270
Michael A Davis	Chief Technology Officer	40.00	Key Emp	$193,242	$45,036	$238,278
Margaret A Cline	Vice President	40.00	Highest	$222,569	$58,013	$280,582
Richard H Darnell Jr	Senior Vice President	40.00	Highest	$206,655	$47,505	$254,160
Shari M Fox - end 73122	Senior Vice President	40.00	Highest	$206,142	$27,155	$233,297
Tyler S Fitch	Vice President	40.00	Highest	$184,444	$51,633	$236,077
William E Reynen	Director	40.00	Highest	$164,027	$38,570	$202,597
Edward B Creedon - end 33122	Former Interim CIO	0.00		$253,354	$20,178	$273,532
Wesley W Curtis - end 63022	Former General Counsel	0.00		$205,711	$20,881	$226,592

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$450,262,389	$334,547,134	$3,328,275,874	$115,715,255
2022	$360,635,048	$297,745,609	$3,049,278,109	$62,889,439
2021	$391,520,907	$329,216,783	$3,228,186,729	$62,304,124
2020	$352,648,216	$272,525,171	$2,568,738,108	$80,123,045
2019	$443,266,687	$260,149,319	$2,539,518,233	$183,117,368

University of Illinois Foundation